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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $296,162 |
DIMEO SCHNEIDER & ASSOCIATES LLC6+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 17 · EIN 36-4001764 | Pension Consulting | $71,956 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,944 | $81,719-27.9% | $101,248-41.8% | $90,288-34.7% |
| Participation rate | 57.0% | 80.7%-23.7pp | 75.8%-18.8pp | 73.4%-16.4pp |
| Annual return | 17.19% | 337.64%-320.5pp | 46.47%-29.3pp | 53.97%-36.8pp |
| Employer contribution / active EE | $1,229 | $3,622-66.1% | $3,660-66.4% | $2,524-51.3% |
| Participant deferral / active EE | $2,607 | $3,310-21.2% | $4,370-40.4% | $4,232-38.4% |
| Admin fee / account holder | $155 | $162-4.1% | $5,945-97.4% | $114+36.1% |